The Baldwin Group Wealth Advisors, LLC
Assets Under Management
$21.0B
Number of Clients
1,833
Number of Advisors
35
Average Client AUM
$11.5M
AUM per Advisor
$601.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
The Baldwin Group Wealth Advisors, LLC offers investment advisory, asset management, and consulting services to individuals, pension and profit-sharing plans, defined benefit plans, trusts, estates, charitable organizations, and small to mid-size businesses. Services include financial planning, consulting, and investment management, using a combination of institutional management, separate accounts, mutual funds, and ETFs. The firm may recommend The Baldwin Group services including its Associated Persons in their individual capacities as insurance agents or registered representatives of a broker-dealer.
Fee Structure
Fees for investment management vary between 0.25% and 1.75% annually, depending on the region, third-party independent program selections, and requested services. Financial planning and consulting fees range from $150 to $750 per hour or a flat fee of $2,000 to $25,000, depending on the scope and complexity of the engagement. Clients may also incur transaction charges and fund expenses. Retirement plan services fees generally range between 0.07% and 0.80% of plan assets.
Areas of Practice
Location
4211 W. Boy Scout Blvd., Suite 800, Tampa, FL, 33607